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Using Reblance Date Diversification to Reduce Rebalancing Risk

November 16, 2015
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Tactical methodologies have a number of different factors which influence their results.  Making a small change to any factor can drastically change the results of the methodology.  For example, most trend following methodologies have a lookback period and a rebalancing frequency.  The […]

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Tactical Duration

November 5, 2015
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Investors are aware of the term duration as applied to bonds.  Duration is the measure of how sensitive a bond will be to moves in interest rates.  Typically, the longer term the bond is, the more sensitive to changes in rates.  Shorter term bonds are […]

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Beware Tactical Asset Allocation?

September 15, 2015
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ETF.com recently posted an article entitledBeware Tactical Asset AllocationThe article brought up a couple of great points:1. Tactical Asset Allocation (TAA) is really just market timing2. Very few TAA funds as measured by Morningstar beat the benchmark of a balanced fund (60% Stocks/40% Bonds)Market […]

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How Counter Trend Models Can Adapt to Changing Market Environments

August 19, 2015
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Trend following methodologies attempt to buy into market strength and sell into market weakness.  Counter trend methodologies do the opposite, buying into market weakness and selling into market strength.  Trend following works under the premise that investments tend to trend over time and works best over […]

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